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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $2,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,994 | $85,435-83.6% | $75,714-81.5% | - |
| Participation rate | 93.6% | 79.0%+14.5pp | 74.8%+18.7pp | - |
| Annual return | 14.77% | 14.16%+0.6pp | 104.62%-89.9pp | - |
| Employer contribution / active EE | $1,740 | $2,146-18.9% | $2,744-36.6% | - |
| Participant deferral / active EE | $704 | $3,526-80.0% | $3,820-81.6% | - |
| Admin fee / account holder | $6 | $3,220-99.8% | $3,619-99.8% | - |